API
RKT icon

Asset Planning Inc’s Rocket Companies RKT Stock Holding History

Asset Planning Inc’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.2K Hold
2,750
– – 0.03% 163
2025
Q4 		$53.2K Buy
+2,750
New +$49.2K 0.04% 140

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Asset Planning Inc's RKT Position: Q1 2026 in Review

Asset Planning Inc held its Rocket Companies (RKT) position steady in Q1 2026 at 2,750 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #163.

Asset Planning Inc first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.2K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Asset Planning Inc held 2,750 shares of Rocket Companies worth $39.2K as of Q1 2026.
  • Asset Planning Inc left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.03% of Asset Planning Inc's portfolio in Q1 2026, its #163 holding.
  • Asset Planning Inc first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Asset Planning Inc's Rocket Companies position peaked at $53.2K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.